| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Documents (documents)
• Employees (hr) • Inventory (stock) • Invoicing (account) • Sales (sale_management) • Sign (sign) • Discuss (mail) |
| Lines of code | 5130 |
| Technical Name |
installment_management |
| License | LGPL-3 |
| Website | https://www.yourcompany.com |
Installment Management
Complete Solution for Managing Installment-Based Sales & Payments
Key Features
Flexible Installment Plans
Create customized installment plans with:
- Preset durations (3/6/12/24/36 months)
- Custom duration support
- Configurable down payment
- Flat or reducing interest rates
- Automated payment schedules
Digital Signature Integration
Professional agreement management:
- Odoo Sign module integration
- Digital signature requests
- Professional PDF templates
- Signature tracking & storage
- Legal document management
Document Management
Organized document storage with auto-created folders:
- Customer Documents (NID, Photo, Income Proof)
- Nominee Documents
- Property/Product Documents
- Agreements & Signed Documents
- Invoices & Receipts
- Project Documents
SMS Notifications
Automated customer communication:
- Payment reminders (7 days before due)
- Overdue notifications
- Plan confirmation messages
- Payment received confirmations
- Customizable SMS templates
- One SMS per month policy
Payment Tracking
Complete payment management:
- Automated invoice generation
- Multiple payment methods
- Payment receipts with custom branding
- Partial & advance payments
- Refund management
- Late payment penalties
Industry Configuration
Customize for your business:
- Land Development
- Real Estate/Housing
- Shop Sales
- Loan & Finance
- Employee Loans
- Custom configurations
Comprehensive Reports
Detailed analytics and reporting:
- Installment Plan Reports
- Payment Schedule Reports
- Comprehensive Financial Reports
- Customer Payment History
- Overdue Analysis
- Revenue Projections
Seamless Integration
Works perfectly with Odoo modules:
- Sales Management
- Inventory/Stock
- Accounting
- HR (for employee loans)
- Documents Module
- Sign Module
- SMS Module
Perfect For These Industries
Land Development
Real Estate & Housing
Shop & Retail
Finance & Loans
Employee Loans
Vehicle Dealerships
Furniture Stores
Electronics Sales
Installation Guide
-
Download & Place Module
Copy theinstallment_managementfolder to your Odoo addons directory. -
Update Apps List
Go to Apps menu and click "Update Apps List" (enable Developer Mode first). -
Install Dependencies
Make sure these modules are installed:- Sales Management
- Inventory
- Accounting
- HR
- Documents (Enterprise)
- Sign (Enterprise)
- SMS Marketing -
Install Module
Search for "Installment Management" in Apps and click Install. -
Configure Settings
Go to Installment → Configuration → Settings and configure:- Industry Type
- Enable Digital Signature (optional)
- Auto-Create Document Folders
-
Set Up Interest Rates
Navigate to Configuration → Interest Rates and define your rates for different durations. -
Configure SMS (Optional)
Set up SMS service for automated notifications.
Technical Specifications
What's New in v19.0.1.0.0
✨ Digital Signature
Full integration with Odoo Sign for customer agreements with digital signature tracking.
📁 Smart Document Management
Auto-created folder structure with customer document upload fields.
💬 SMS Automation
Intelligent SMS system with cron jobs for reminders and overdue notifications.
⚙️ Industry Settings
Configurable industry types with customizable features for different business models.
📄 Enhanced PDF Reports
Professional installment plan PDFs with signature sections and agreement declarations.
🔧 Bug Fixes
Document upload persistence and smart button domain fixes for better user experience.
Support & Resources
Need help? We're here for you!
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